In This Article:

    Peer-to-Peer (P2P) (New Features!)

    In This Article:

      Introduction

      New features are shown in a burgundy font.

      P2P events come in many shapes and sizes, and Salsa Engage provides you with the power and flexibility to set up events in the way that best meets your needs.

      There can be many facets to creating P2P events, so please read through this document carefully before getting started.

      P2P Fundraising enables you and your supporters to raise money for your organization through the internet. Sometimes referred to as 'personal fundraising campaigns', these can be a very effective fundraising tool. Create, manage, and measure the success of your P2P Events using Engage's P2P tool. Empower supporters to use the Salsa mobile app to engage friends and family via social media and email to solicit donations, send thank you notes, and bring awareness to your fundraising efforts. The tool enables you to...

      • Create DIY and/or traditional team fundraising events.
      • Provide Fundraisers a free app to make raising money simple and fun.
      • Promote and follow up easily with custom messaging for team captains and Fundraisers.
      • Use performance metrics to reach out to Fundraisers to provide coaching and guidance.
      • Manually add registrants who have paid offline or whose tickets are complimentary.
      • Use the advanced performance metrics dashboard to optimize your P2P Events.

      Security

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      You can use the following logo if you want to reassure your donors that their transactions are secure. To do so, download the image and insert it into your form as a graphic.

      Key Terms

      Before you get started, it's important to understand the key terms used in Salsa Engage P2P Activities:

      • Fundraiser - A supporter who will have their own online fundraising page to raise money on behalf of your organization.  Fundraisers can add Non-Fundraiser Registrants (aka, “guests”).
      • Non-Fundraiser Registrant - Also known as a "guest", a supporter who will be attending an event but who will not be independently raising funds on your behalf. An example would be a walker in a 5k. Non-Fundraiser Registrants cannot invite guests.
      • Guest - Another name for a non-Fundraiser Registrant, this is an individual or family member who will be attending an event as a guest of a Fundraiser registrant. Guests are not stored as supporters in Salsa Engage.
      • Registration - Registrations in Engage are the various ticket levels that can be configured for purchase by fundraisers and their guests.
      • Information Collected - The diverse types of information that Salsa Engage can collect enables orgs to provide different options to different registrants. For example, for a gala, your organization might provide menu options or seating options.
      • Optional Purchases - Things that Fundraisers and guests can purchase, such as even tee-shirts.
      • Fundraising Page - This refers to the webpage that a Fundraiser will use to evangelize his fundraising effort.
      • Team - Teams are comprised of Fundraisers whose donation totals will be applied to the Team total, as well.

      Workflow Overview

      P2P Activities have two parts. The part that you, as an organization, set up and the part with which fundraisers interact. Here's how it works:

      1. You create a P2P activity. This includes your organization's public facing Events page and public facing Fundraiser and Teams pages that Fundraisers can customize using the template that you provide.
      2. Fundraisers register on your Event page. A fundraiser then gets his own, personal Fundraising page to which he can direct supporters. Once registered, Salsa Engage will send them an email with the URL for their personal fundraiser page. They can also use the Salsa P2P mobile app to reach out to and thank users directly from a mobile device. Fundraisers can go to the Android Play Store or Apple App Store and search for "Salsa Labs" to download the Salsa P2P Fundraising app for free.
      3. Salsa Engage enables you to manage Fundraisers. It also manages Fundraiser online donations, provides analytics, and provides you with the ability to reach out to Fundraisers based on their team membership and/or performance.

      Common Types of Registrations

      Before you set up registration, you'll want to have a clear idea of which types of registrations your P2P event will support. The "In Salsa Engage" part is what you'll do. The "Public-Facing part is what your supporters/Fundraisers will see.

      Fundraiser Team - A Fundraiser team consists of a Fundraiser that start a team or register as part of an existing team.

      • In Salsa Engage - In the Registration step, make sure to have Will this event allow teams? set to Yes and at least one ticket level that includes a fundraising page.
      • Public-Facing - Anyone who is registered as a Fundraiser will have the option to join or start a team on your organization's registration page.

      Add New Team From the Supporter Portal

      If a supporter did not create a team at registration, the supporter can create a P2P Team in the Dashboard tab of the P2P Supporter Portal.

      Individual Fundraisers - An Individual Fundraiser is an individual event participant who can raise funds online on behalf of your organization. This registration will include entry to the event and a personal fundraising page.

      • In Salsa Engage - Make sure to have at least one ticket level that includes a fundraising page.
      • Public-Facing - By selecting a ticket level that includes a fundraiser, a supporter will be able to register for the event, answer additional questions, and add optional purchases all in one transaction.

      Individual Fundraisers with Guests - An Individual Fundraiser with Guests is an individual event participant who will be raising funds online and registering other participants at the same time. This registration will include entry to the event for multiple participants, but only one fundraising page. The fundraising page will be managed by the primary registrant.

      • In Salsa Engage - Make sure to have at least one ticket level that includes a fundraising page and at least one Non-Fundraiser ticket level. These can be configured so that a supporter purchases one Fundraiser ticket and can add as many Non-Fundraiser registrants (guests) as they would like. Or, they can be configured so that a supporter can purchase a pre-defined number of tickets (or example, a golf foursome). In either case, no one but the purchaser is required to supply an email. 
      • Public-Facing - The purchaser of the tickets will be able to add other Non-Fundraiser tickets. In the case of a golf foursome, the Fundraiser ticket would be the primary registrant and a Non-Fundraiser ticket for the additional three attendees could be added.

      Individual Non-Fundraisers - An Individual Non-Fundraiser is an individual event participant who will be attending the event but not raising funds online.

      • In Salsa Engage - If you have configured at least one ticket level that includes a fundraising page, then your supporters can choose whether or not they would like to fund raise on behalf of your organization. Alternatively, you could create only a Non-Fundraiser ticket level, but supporters who choose this level will not be able to create a fundraising page or join a team.
      • Public-Facing - Registrants who choose to be Fundraisers will be able to add as many non-fundraising guest tickets as they like. Otherwise, non-fundraising tickets can be purchased in any quantity.

      Multiple People Who Will Be Fundraisers In One Transaction - This is not currently possible in Salsa Engage. Each Fundraiser ticket requires a complete transaction.

      A Family or Group - This is exactly the same as enabling registration for an Individual Fundraiser with Guests (see above). Note, email addresses are not required for guests or family members.

      Online Only Fundraising - This is online fundraising for your supporters when there is no physical event.

      • In Salsa Engage - If your goal in the tool is to enable online fundraising for your supporters and there is no physical event, select Yes for the Is this event online only? option in the Registration step. You do not need to enter a start date, end date, or location. If there is no charge for the event, then you should create only one ticket level with a $0 price level.
      • Public-Facing - Supporters will be able to create their own fundraising pages and team pages to raise funds online.

      Step 1: Getting Started 

      1. Click Activities > P2P. The Activities: P2P Events window opens.
      2. Click the + Create a P2P Event button. The Create a P2P Event window opens with focus on the Setup tab.
      3. Fill out the following fields (required fields are denoted in the application with a *):
        • Reference Name - The internal name for your Event. This name will be used internally only.
        • Add a Description - Enables you to provide information for future reference. Internal use only.
        • Publicly visible name for the event - The public-facing name for your Event
        • Start Date, Start Time, End Date, End Time, All Day - Logistical information about your event. This can be completed later.
        • Time Zone - The time zone of your event.
        • Mailing Address for Offline Donations given to Participant Fundraisers - This field contains the address that will be included on the deposit slip that fundraisers can print for off-line donations. It is pre-populated with the address that was configured when you set-up Salsa Engage. You can change this address in-line for a particular P2P activity, or change it for all new activities at Settings > Organization's Profile.
        • Is this event online-only? - "No" is selected by default. If you select "Yes", the Event Location fields will disappear.
        • Name of Venue - The name of the location where your event will take place.
        • Street Address - The street address of the location where your event will take place.
        • City, State, Zip code - The city, state, and zip code in which your event will take place.
        • Will this event allow teams? - "Teams" enables groups of supporters to work together toward a common fundraising goal. "Yes" is selected by default. This enables the Team Page later in the workflow. For more information, see the "Compose the Team Page" section below. If you select "No", you will not see the Team Page later in the workflow.
        • Will this event have an event-level fundraising goal in addition to fundraiser/team goals? - This control enables goal tracking and sets parameters for for the Goal Tracker Element in the Visual Editor. You can set this to track goals in Salsa Engage reporting. In addition, you can place a Goal Tracker Element on your Event, Fundraiser, and Team pages. If you do not select "Yes" and enter a goal amount, Salsa Engage will not keep track of fundraising progress relative to a goal, and the Goal Tracker Element will not work (even if it is included on a page).
        • Will you require fundraisers to sign a waiver? - "No" is selected by default. Select "Yes" if you want to enter waiver text to which Fundraisers will have to agree.
        • Fund, Campaign, Appeal - You'll see this field only if Engage is integrated with Salsa CRM. Set the Fund, Campaign, and Appeal that will be assigned to donations processed. "Fund" is required. Campaign and Appeal are optional. You can add additional values through Salsa CRM. In Salsa CRM main menu, navigate to Manage > Finances. Check out the Salsa CRM documentation for detailed directions.
      4. Click the Next: Registration Levels button to the bottom-right of the window. The Registration window appears.

      Step 2: Registrations

      After you complete the Setup tab, you'll land on the Registrations tab. There are three tabs on this page: Registration Information, Information Collected, and Optional Purchases. These are documented below.

      Pro Tips

      • Before you start, be familiar with Registration types detailed in the "Common types of Registrations" section above. 
      • Salsa Engage P2P supports the following ticket configurations:
        • Fundraiser - An event participant who is fundraising on behalf of the organization. This ticket type enables the supporter to create a personal fundraising page. You'll create a template for this page in "Step 4: Compose the Fundraiser Page", below.
        • Non-Fundraiser - An event participant who is attending the event but is not fundraising. This could be an individually purchased ticket or the guest of a Fundraiser.
      • Checkout is limited to one Fundraiser registration. However, the registration may include additional Non-Fundraiser tickets (for family members, groups, or guests).
      • Non-Fundraiser registrations do not require an email address for each ticket. For example, children who are attending with a guardian do not need an email address to obtain a ticket to an event. Only the purchaser or primary registrant must provide an email address.
      • Send your Fundraisers to the Android Play Store or Apple App Store and tell them to search for "Salsa Labs" to download the Salsa P2P Fundraising app for free. A direct link is also provided to the Fundraiser via email and their Fundraising Page management interface.
      • If your P2P Event is only online (with no physical event) and has no cost or Registration Levels associated with it, you can configure Salsa Engage so that Fundraisers will not see a Registration Level selection step when registering for your event. For free online-only events, set "Is this event online-only?" to "Yes", and create only one registration level that is free. If there is more than one registration level, the Fundraiser registration workflow will include a "select a registration level" step before taking the Fundraiser to the page for creating a personal Fundraiser page.

      Registration Information

      The information collected here includes Name, Description, Price, Availability, etc. One feature unique to P2P Events (as opposed to Engage's standard Events) is the ability to require the registrant to create a personal fundraising page. For detailed information about fields on this page, click the help icon  next to the field you are interested in. 

      For individual registrants who should not have a personal fundraising page, select No for This registration includes a personal fundraising page. This would include Non-Fundraiser tickets and guest tickets.

      Supporters who purchase Fundraiser tickets will be prompted to create an account when they purchase their ticket. This account will be used to create and manage their personal fundraising page.

      Click Save after you've completed the page. The Information Collected page will be given focus.

      Information Collected

      This tab enables you to define what information will be required of your supporters when they purchase tickets. For detailed information about fields on this page, click the help icon  next to the field you are interested in.

      1. By default, First & Last Name and Email Address are enabled. Click on the slider to disable the default settings or enable additional settings.
      2. Salsa Engage enables you to create three value-types for custom questions: Checkbox, Select List and Text Field. You may then apply custom questions to a particular ticket type and or restrict the questions to just the person purchasing or the individual registrants themselves. Click the + Create a Question button to the right of the screen to open question options.
      3. Enter a question, a response type, and to which tickets you want to the question to apply.
      4. After applying custom questions to Tickets, click the Save button; Then click Continue button. The Optional Purchases tab will be given focus.

      Optional Purchases

      Use the tab to add merchandise or anything else you want to sell at your event.For detailed information about fields on this page, click the help icon  next to the field you are interested in.

      1. Enter the items that you want to sell.
      2. When you've finished entering items, click the Continue button. The Manage Registrations window will open.
      3. Verify the list of items, and then click the Next: Event Page >> at the bottom of the window.

      Refund Donations and Remove Fundraisers

      There may be times when you need to refund donations or remove Fundraisers. You'll do this from the Supporters screen, not from within your Peer-to-Peer Event.

      1. Click Supporters in the side navigation. Then, click the row for the relevant supporter. The supporter's information will open.
      2. Click the supporter's Activity tab, and scroll down to the Activity and Transactions tabs.
      3. Select the Transactions tab. This tab contains a list of all of the supporters financial transactions.
      4. To refund the supporter's donations, click the refund control 2017-03-24_1531.png next to each transaction that you want to refund. You'll be prompted to confirm your selection. Repeat this until no unwanted transactions remain.
      5. Return to the Supporters tab by clicking the SUPPORTERS breadcrumb at the top of the page, and then scroll down to the list of supporters.
      6. Click the checkbox to the left of the supporter(s) that you want to delete.
      7. Click the Actions pull-down control at the top of the page, and then select Delete. Follow the prompts to delete the supporter.

      Step 3: Compose the Event Page

      After setting up your Registration Levels, you'll land on the Event Page. Here you'll compose the public form from which potential Fundraisers will learn about your Event's details.

      Choose the payment gateway. This is the payment processing method that will be used to process donations.

      There are four parts/tabs that you'll have to configure for the Event Page tab: Event, Registration, Checkout, and Confirmation. 

      The Event Page includes several elements. Elements unique to P2P are defined below.

      2017-05-12_1637.png

      • #1 Team Search - Optionally apply a team search button that enables visitors to search for a team by typing in a team name.
      • #2 Fundraiser Search - Optionally apply a Fundraiser search button that enables visitors to search for a team by typing in a Fundraiser's name.
      • #3 Leader board - Apply a Leaderboard to display Top Teams and Top Fundraisers' names, amounts raised, and profile pictures.
      • #4 Goal Tracker - This control is enabled on the Setup tab by "Will this event have an event-level fundraising goal in addition to fundraiser/team goals?". Drag and drop this control into the part of your Event, Fundraiser, and/or Team page where you want it to provide a graphical display of the progress that is being made toward the goal that you defined in Setup. If you did not enable the Goal Tracker on the Setup tab, you'll still be able to place the Goal Tracker on your form, but it will not show up in the published form. In this case, you can still use it internally to track statistics.

      See the Visual Editor for Activities and Messaging documentation for detailed information about composing pages.

      Step 4: Compose the Fundraiser Page

      After setting up the Event Page, you'll create the Fundraiser Page. This page has three parts: Personal Fundraising Page, Donate, and Confirmation View.

      See the Visual Editor for Activities and Messaging documentation for detailed information about composing pages.

      Step 5: Compose the Team Page

      This page will be visible only if you chose "Yes" for the "Will this event allow teams?" option on the Setup page (documented above).

      See the Visual Editor for Activities and Messaging documentation for detailed information about composing pages.

      Step 6: Set Up Autoresponders

      You can choose whether or not to add an Autoresponder by selecting the appropriate radio button under the Autoresponders tab. Learn more about Autoresponders and how to configure them here.

      Step 7: Published Details

      This tab is provides the same information as it does for other Engage Activities, but with additional URLs:

      • The Even Page URL link will take you to your event page. You can use it on your website or elsewhere on the web to link to your event page.
      • The Link straight to registration link enables potential supporters to skip the main P2P event landing page and go directly to the ticket selection screen. For example, if you have your own event page on your web site, you can use this link instead of the Event Page URL link so that potential supporters are taken straight to ticket section. This allows you to expedite the registration process and avoid repeating event details unnecessarily.
      • The Fundraiser Page Template link enables you to preview your fundraiser page.
      • The Team Page Template link enables you to preview your team page.

      PublishDeatilsLinktoRegistration.png  

      Step 8: Results

      Several tabs, including the Results tab, appear only after your event is published. Once it's accessible, you'll see your performance metrics, averages, etc, just as shown under all Activities in Engage. See Performance Statistics Activities for detailed information.

      Below the "Page Views by Devices" diagram, campaign managers can manually enter registrants to P2P events. In addition to viewing performance, you can also add registrants and donations.

      Manually Add Registrants to an Event

      For manually added donations, including offline donations, campaign managers can choose from three payment options:

      • Pay Offline (Check or Cash) - If this option is chosen, the payment fields are removed and campaign managers can quickly add a payment amount that will then be tracked in Salsa Engage.
      • Complimentary - If this option is chosen, all payment and donation fields are removed and campaign managers can quickly add registrants as shown below.
      • Pay Now with Credit Card - If this option is chosen, donations can be made using a credit card.
      1. In your P2P event, navigate to the Results page.
      2. Click + Add Registrant. The P2P registration page will open.
      3. Select that options that you want to use, and follow the on-screen prompts.

      Manually Add Donations to an Event

      In some cases, a campaign manager may wish to add an offline donation directly to an event. (For offline donations to a specific Fundraiser or Team, please see "Manually Add Donations to a Specific Fundraiser or Team", below.) Any offline donations added in this way will be immediately applied to the Event Goal progress, if you've defined an Event-Level Fundraising Goal.

      For manually added donations, including offline donations, campaign managers can choose from two payment options:

      • Pay Offline (Check or Cash) - If this option is chosen, the payment fields are removed and campaign managers can quickly add a payment amount that will then be tracked in Salsa Engage. Only First Name and Last Name are required for Check or Cash donations.
      • Pay Now with Credit Card - If this option is chosen, donations can be made using a credit card. The Email Address and ZIP Code fields are required, in order to verify the credit card information and deliver a receipt.
      1. In your P2P event, navigate to the Results page.
      2. Click + Add Donation. The P2P registration page will open.
      3. Select the payment type and fill in the amount and required fields.

      Reallocate Donations

      Salsa Engage enables you to reallocate donations between teams and Fundraisers.

      1. In your P2P event, navigate to the Results page.
      2. Scroll down to the Submissions tab.
      3. Click the donation that you want to reallocate. The Purchase Summary page will open.
      4. Click the Reallocate button. The Reallocate Donation dialog box will open.
      5. Use the plus and minus icons in the Select column to reallocate the donation. For example, if Team A has a plus icon 2017-03-24_1719.png and Team B has a minus icon 2017-03-24_1720.png, and you want Team B to be credited the donation but not Team A, click the plus icon for Team A to turn it into a minus icon, and then click the minus icon for Team B to turn it to a plus icon.
      6. Click Save.

      Change or Hide Donor Wall Display Name

      1. In your P2P event, navigate to the Results page.
      2. Scroll down to the Submissions tab.
      3. Click the donation that you want to change. The Purchase Summary page will open.
      4. Under Donor Wall, click Edit. The Donor Wall Settings dialog box will open.
      5. If you want to change the name, enter a new name in the Display Name field.
      6. If you want to hide the name entirely, click the Show Name on Donor Wall toggle so that it changes to Display As Anonymous.
      7. Click Save. The donor wall on the Fundraiser page will be updated. 

      Step 11: Management - Manage Your Event

      Manually Add Donations to a Specific Fundraiser or Team

      Adding an offline donation to a specific fundraiser or team will immediately apply that amount to the Fundraiser or Team goal progress. Adding gifts manually will advance your Fundraisers' progress toward their goals, but there is no financial reconciliation in Engage. Consequently, when you receive a check, for example, you'll want to record that information wherever you track finances.

      For manually added donations, including offline donations, campaign managers can choose from two payment options:

      • Pay Offline (Check or Cash) - If this option is chosen, the payment fields are removed and campaign managers can quickly add a payment amount that will then be tracked in Salsa Engage. Only First Name and Last Name are required for Check or Cash donations.
      • Pay Now with Credit Card - If this option is chosen, donations can be made using a credit card. The Email Address and ZIP Code fields are required, in order to verify the credit card information and deliver a receipt.
      1. In your P2P event, navigate to the Management page.
      2. Search or scroll to the Fundraiser or Team that the donation should be applied to.
      3. Click the dollars icon 2017-06-06_1415.png in the Donations column to the right hand side of the row for the Fundraiser or Team. The P2P registration page will open.
      4. Select the payment type and fill in the amount and required fields. You should see that donation amount immediately applied to the Fundraiser or Team.
      5. To add another offline donation, close the P2P registration page and select another Fundraiser or Team from the Management page in Engage.

      Coaching

      Coaching enables you to send emails to a specific, Salsa Engage defined segment of your supporters so that you can advise and encourage them. You can do this via Salsa Engage and from the Salsa "P2P Fundraising" mobile app. Click here for the iOS version. Click here for the Android version.

      1. Click the Create a Coaching Message button to open up a list of supporter categories. The list includes All Donors, Team Captains Only, and various other groups of supporters parsed by far they've gotten to meeting fundraising goals.
      2. Select a supporter category. Salsa Engage opens the the Messaging/Email tool that enables you to craft a message for the supporter category that you have chosen. The Email will be pre-populated with the email addresses for only the supporters in the category that you selected. See the Emails section of the help for details about crafting emails.
        Tip: It's essential to keep the category of support to whom you are writing in mind when you craft your email.  

      Create Messaging Defaults for Supporter Web Pages and the Salsa Mobile App

      Create messages that Fundraisers can use via their web page or the Salsa Phone App to send solicitation and thank you messages.

      1. On the Solicitation tab, enter a short message for Twitter or SMS and a longer message for Email or Facebook. Then, click the Thank You tab and do the same.
        • Use the head and shoulders icon to open the Insert a merge field dialog box. Merge Fields enable you to insert dynamic text elements into your forms and messages. For example, the message could include a link to the supporter's fundraising page, so when your supporter sends a message to a donor, the donor will receive a link to the supporters fundraising page. Insert available merge fields and use the radio buttons to format capitalization. Also, enter the message that you want if the merge field for a supporter is blank. Then, click OK.
      2. Click Save when you've finished writing your messages. When a supporter uses his web page or the Salsa Phone App to solicit donations or thank donors, the message he sends will be populated with the text and merge fields that you entered.

      View Fundraisers, Teams, and Purchases

      These tabs enable you to view and modify fundraiser, team, and purchase information. On any tab, and then click on any record to open details. Use the Download button for either an entire table or an individual record to download a CSV file that you can then open in a spreadsheet or upload into a different database.

       

      Teams

      Along with the functionality described above, you can also use the Teams tab to suspend team member pages and/or change team captains. Note: Team captain pages cannot be suspended. To suspend the page of a team member who is a team captain, you must first make someone else the team captain.

      1. Select the Teams tab.
      2. In the table of teams, click the team name of the team member who has a page that you want to suspend or whose team captain you want to change. The TEAM DETAIL tab opens.
        • If you want to change the team captain, click the Change button at the top of the page. The Change the Team Captain for... dialog box opens. Click the Plus icon to the far right of the table row for the person you want to be the new team captain. The Plus will change to a check-mark. Click Save.
        • If you want to suspend a team member's page, ensure that he or she is not the team captain. Click the Team Members tab. then click the name of of the person whose page you want to suspend. The PARTICIPANT DETAILS page opens. Click the Suspend This Fundraising Page button.

      Step 12: Syndication

      This tab enables you to syndicate your content. Syndication enables you to share this activity with other Salsa accounts. Once syndicated, the recipient account will be able to view and make their own copy. Click here for more information about syndication.

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